The Enudge Custom Template feature gives you the flexibility to add your own templates to make it easy for you to re-use them on an ongoing basis.

You can add a template, edit it later, and of course insert into any draft email campaign to make creating consistent looking emails quick and easy. When you no longer need the template, you can delete it.

Your own templates will appear at the top of the list of templates that you see when you choose to Insert a template into your email message body.

Important note: You cannot upload HTML code to create a new template in the Enudge drag and drop editor. If you need this feature, please get in contact so that we can assist.

We recommend the following steps for a robust custom template implementation:

• Use one of the Enudge mobile responsive email templates as a starting point, by creating a new template and then choosing a template to get started.

• Edit the content of the email message to include the sections you will most commonly need, and the right colours and imagery for your brand.

• Mobile responsiveness. Don’t forget to check the mobile view of your various sections of your email template. Ensuring this is done in the template will reduce the effort required for your future emails based on the template.

• Test – it is very important to send yourself test emails so you can view how the emails are being rendered by different inbox providers (e.g. Outlook, Apple Mail, Gmail etc) and also on desktop computers and mobile phones.

If you have trouble making your email template look and function just as you want it to, don’t hesitate to get in touch so that we can help.

How to Add a Template

1. Go to Templates screen by choosing ‘Templates’ from the main navigation.

2. Click on the ADD TEMPLATE button.

3. Add the following details:

Template Name*: give the template a unique name to allow easy identification.

Description: (optional) write a brief description or provide additional details.

Status: select either Draft or Active.

• Draft – the template will be published on the Templates page and can be edited.

• Active – as above and the template can be inserted into a draft email campaign.

• Deleted – the template is removed from all views.

4. Click on the ADD TEMPLATE button to save your new template.

After saving your new template, you will see the following screen, allowing you to either return to the list of templates, or start editing by using the ‘update email content‘ link:

You will also see your template at the top of the list of templates.

Click on the Edit option anytime you wish to update it.

Set template status to Active

Once you are satisfied that your template is ready for use, change its status to Active.

The template can then be inserted into a draft Enudge email or message series email via the Choose Template option. Your custom templates will be listed at the top of the drop-down menu, as seen in the image below.